EPISODE · Jul 22, 2026 · 14 MIN
Pressure Points: Tesla’s June Quarter Earnings
from Pressure Points · host Deepwater Asset Management
While TSLA shares will likely be down tomorrow, the long term story continues to improve. Elon is all in on capex, FSD adoption is accelerating, Robotaxi is rolling out slowly to prioritize safety before scaling, and the odds of a SpaceX-Tesla merger just inched higher. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com
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Pressure Points: Tesla’s June Quarter Earnings
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